GHAM

Gilman Hill Asset Management Portfolio holdings

AUM $663M
1-Year Est. Return 13.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
-$5.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$4.71M
3
+$1.61M
4
KNTK icon
Kinetik
KNTK
+$1.49M
5
GXO icon
GXO Logistics
GXO
+$1.38M

Top Sells

1
+$12.1M
2
+$2.36M
3
+$1.44M
4
MCD icon
McDonald's
MCD
+$1.2M
5
NVDA icon
NVIDIA
NVDA
+$1.1M

Sector Composition

1 Real Estate 14.27%
2 Industrials 11.75%
3 Energy 11.22%
4 Healthcare 10.84%
5 Technology 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,746
227
– –
-4,820
228
– –
-1,828
229
– –
-647
230
– –
-2,600
231
– –
-1,452
6 7 8 9
10